LPL Financial Holdings Inc.

LPLA

Exchange: Nasdaq
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
SEC CIK: 0001397911

SEC filings (opens in a new tab)

In the last 90 days, LPL Financial Holdings Inc. insiders filed 0 open-market purchases and 4 sales; 768 institutions reported holding it in 13F filings for Q2 2026, worth $23.3B in total; superinvestors Lone Pine Capital and Markel Group hold it.

13F holders, Q2 2026

Institutional positions in LPL Financial Holdings Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 768; +3 vs. Q1 2026
Shares held: 82.9M; +4.22M (+5.4%) vs. Q1 2026
Total value: $23.3B; −$386.0M (−1.6%) vs. Q1 2026
New holders: 95; 256 more added
Sold out: 92; 303 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LPLA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 768 institutions

Value heldQ2 2026: $23.3B

Institutions holding LPLA and their total value by quarter
Quarter	Holders	Value
Q2 2026	768	$23.3B
Q1 2026	769	$24.8B
Q4 2025	826	$29.0B
Q3 2025	759	$26.1B
Q2 2025	802	$29.8B
Q1 2025	788	$25.5B
Q4 2024	725	$23.3B
Q3 2024	646	$16.8B
Q2 2024	677	$20.1B
Q1 2024	650	$19.2B
Q4 2023	621	$16.2B
Q3 2023	601	$17.1B
Q2 2023	590	$15.6B
Q1 2023	615	$15.1B
Q4 2022	632	$16.5B
Q3 2022	583	$17.2B
Q2 2022	534	$15.1B
Q1 2022	481	$14.3B
Q4 2021	435	$12.3B
Q3 2021	423	$12.1B
Q2 2021	419	$10.3B
Q1 2021	398	$11.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q1 2026.

Institutions holding LPLA in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Navigoe, LLC	1	$0	0.00%	+1	New
Halbert Hargrove Global Advisors, LLC	1	$155	0.00%	+1	New
Darwin Advisors, LLC	0	$214	0.00%	0	New
American National Bank	1	$281	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	1	$282	0.00%	−1−50.0%	Reduced
IMA Wealth, Inc.	1	$282	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	1	$282	0.00%	+1	New
Downshift Financial, LLC	1	$282	0.00%	+1	New
Torren Management, LLC	1	$283	0.00%	00.0%	Unchanged
Golden State Equity Partners	2	$563	0.00%	00.0%	Unchanged
Davis Capital Management	2	$563	0.00%	+2	New
Bare Financial Services, Inc	2	$563	0.00%	+2	New
Seneschal Advisors, LLC	2	$564	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	2	$564	0.00%	+2	New
DecisionPoint Financial, LLC	2	$587	0.00%	+2	New
SHP Wealth Management	3	$737	0.00%	−3−50.0%	Reduced
NBT Bank N A	3	$845	0.00%	−296−99.0%	Reduced
1015 Capital Partners, LLC	3	$845	0.00%	−2−40.0%	Reduced
Alerus Financial NA	3	$845	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	3	$846	0.00%	−1−25.0%	Reduced
Capital Advisors, Ltd. LLC	3	$1.00K	0.00%	00.0%	Unchanged
Pacer Advisors, Inc.	2	$1.00K	0.00%	00.0%	Unchanged
Synergy Investment Management, LLC	3	$1.01K	0.00%	+3	New
True Wealth Design, LLC	4	$1.13K	0.00%	−14−77.8%	Reduced
Bogart Wealth, LLC	4	$1.13K	0.00%	−3−42.9%	Reduced
Bruce G. Allen Investments, LLC	4	$1.13K	0.00%	00.0%	Unchanged
South State Corp.	4	$1.13K	0.00%	+1+33.3%	Added
Basepoint Wealth LLC	4	$1.13K	0.00%	00.0%	Unchanged
Signature Equity Partners, LLC	4	$1.22K	0.00%	−4−50.0%	Reduced
Marshall Investment Management, LLC	5	$1.41K	0.00%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	5	$1.41K	0.00%	00.0%	Unchanged
Planning Strategies Inc.	5	$1.41K	0.00%	+5	New
Manchester Capital Management LLC	5	$1.41K	0.00%	−2−28.6%	Reduced
Rothschild Investment LLC	6	$1.69K	0.00%	+4+200.0%	Added
Kilter Group LLC	6	$1.69K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	6	$1.69K	0.00%	+1+20.0%	Added
CBIZ Investment Advisory Services, LLC	6	$1.80K	0.00%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	7	$1.89K	0.00%	−7−50.0%	Reduced
Key Capital Management, INC	7	$1.97K	0.00%	00.0%	Unchanged
McGuire Capital Advisors Inc	7	$1.97K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	7	$1.97K	0.00%	+3+75.0%	Added
First United Bank Trust	8	$2.25K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	8	$2.25K	0.00%	+3+60.0%	Added
Financial Network Wealth Advisors LLC	8	$2.27K	0.00%	−5−38.5%	Reduced
Hughes Financial Services, LLC	9	$2.54K	0.00%	+2+28.6%	Added
Webster Bank, N. A.	9	$2.54K	0.00%	+9	New
Armstrong Advisory Group, Inc	9	$2.54K	0.00%	00.0%	Unchanged
Ares Financial Consulting, LLC	9	$2.56K	0.00%	00.0%	Unchanged
Sachetta, LLC	10	$2.82K	0.00%	−6−37.5%	Reduced
Rosenberg Matthew Hamilton	10	$2.82K	0.00%	00.0%	Unchanged
Vanguard National Trust Co	10	$2.82K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	10	$2.82K	0.00%	+7+233.3%	Added
West Paces Advisors Inc.	10	$2.82K	0.00%	+10	New
Southern Michigan Bank & Trust	11	$3.10K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	11	$3.10K	0.00%	+2+22.2%	Added
Chesapeake Asset Management LLC	11	$3.10K	0.00%	+11	New
Cornerstone Financial Management LLC	12	$3.38K	0.00%	−1−7.7%	Reduced
Foster Dykema Cabot & Partners, LLC	12	$3.38K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	12	$3.38K	0.00%	+6+100.0%	Added
Cullen/Frost Bankers, Inc.	12	$3.39K	0.00%	−16−57.1%	Reduced
Tower View Investment Management & Research LLC	13	$3.66K	0.00%	−3−18.8%	Reduced
Private Trust Co NA	13	$3.66K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	13	$3.66K	0.00%	+3+30.0%	Added
Elevated Capital Advisors, LLC	14	$3.94K	0.00%	00.0%	Unchanged
MTM Investment Management, LLC	14	$3.94K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	14	$3.94K	0.00%	+14	New
Avion Wealth	15	$4.00K	0.00%	+9+150.0%	Added
Whipplewood Advisors, LLC	15	$4.22K	0.00%	−189−92.6%	Reduced
Cape Investment Advisory, Inc.	15	$4.22K	0.00%	+15	New
DiNuzzo Private Wealth, Inc.	16	$4.51K	0.00%	−1−5.9%	Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP	16	$4.51K	0.00%	00.0%	Unchanged
Wealth Enhancement Trust Services, Inc.	17	$4.79K	0.00%	+12+240.0%	Added
AdvisorNet Financial, Inc	18	$5.07K	0.00%	−2−10.0%	Reduced
JPL Wealth Management, LLC	18	$5.07K	0.00%	−1−5.3%	Reduced
Trust Co of Toledo NA	19	$5.35K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	19	$5.35K	0.00%	00.0%	Unchanged
CNB Bank	19	$5.35K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	19	$5.35K	0.00%	+3+18.8%	Added
Bokf, NA	20	$5.63K	0.00%	+20	New
Cromwell Holdings LLC	21	$5.92K	0.00%	+7+50.0%	Added
MV Capital Management, Inc.	22	$6.20K	0.00%	+7+46.7%	Added
Ameritas Advisory Services, LLC	22	$6.20K	0.00%	+22	New
Silver Grove Financial Group, Inc.	22	$6.20K	0.00%	+22	New
Kemnay Advisory Services Inc.	24	$6.76K	0.00%	+4+20.0%	Added
Concord Wealth Partners	24	$6.76K	0.00%	+24	New
Hantz Financial Services, Inc.	24	$7.00K	0.00%	−1−4.0%	Reduced
Buck Wealth Strategies, LLC	26	$7.36K	0.00%	+26	New
Wilkerson Advisory Group LLC	30	$8.45K	0.00%	−12−28.6%	Reduced
Steigerwald, Gordon & Koch Inc.	30	$8.45K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	30	$8.45K	0.00%	−5−14.3%	Reduced
Asset Dedication, LLC	30	$8.45K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	30	$8.52K	0.00%	00.0%	Unchanged
Pinpoint Asset Management (Singapore) Pte. Ltd.	34	$9.58K	0.00%	−175−83.7%	Reduced
SBI Securities Co., Ltd.	35	$9.86K	0.00%	00.0%	Unchanged
Montag A & Associates Inc	37	$10.4K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	37	$10.4K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	32	$10.5K	0.00%	−10−23.8%	Reduced
Kerr Financial Planning Corp	40	$11.2K	0.01%	00.0%	Unchanged
Action Point Financial Planning, LLC	43	$11.5K	0.00%	+43	New
Owl Creek Wealth Partners LLC	41	$11.5K	0.00%	−15−26.8%	Reduced